Shelby is the founder and Managing Partner with Vector Advisory. Shelby has a diverse background with over 24 years in corporate finance and accounting, “Big 4” (KPMG and PwC), boutique consultancies, start-ups, and global industry leaders. He specializes in delivering comprehensive and cost-effective M&A advisory services, including merger and acquisition integration, financial due diligence as well as post close accounting and finance services. Shelby also has an extensive background in co-sourcing and outsourcing internal audit and providing interim financial management solutions.
LeAnne is a Director, Consulting Services with over 15 years experience in finance and accounting, operational and financial process improvement, and compliance and risk management. She leverages learned better practices from her prior experiences in “Big 4” and leading financial institutions to optimize financial and operational processes and implement best in class solutions for compliance and risk management.
Jonathan is a Director, Consulting Services, where he is responsible for the delivery of client engagements and business development in the Texas market. Jonathan’s nearly two decades of experience spans multiple industries and disciplines having worked in Big 4 public accounting, boutique consulting firms, and private credit asset management. Jonathan specializes in delivering value-add cost effective advisory services in M&A integration and office of the CFO solutions including financial reporting, process optimization, information systems, and enterprise accounting. Jonathan also has an extensive background in internal audit and Sarbanes-Oxley compliance where he has delivered numerous outsourced and co-sourced services to public and private clients.
Priscilla is a Manager, Consulting Services with over 14 years of experience in operational and financial systems, assessments, functional improvements, and compliance and risk management. She leverages her prior experiences in leadership roles at leading financial institutions to optimize financial and operational processes and implement best-in-class solutions across multiple industries.
Tyler is a Senior Consultant, Consulting Services, with over 9 years experience in client services, corporate finance, business analytics, process optimization, financial reporting, and management consulting. He leverages prior experience in financial services at a number of institutions managing workstreams for large, cross-functional projects and leverages an adaptive, customer-centric approach to deliver exceptional results to clients.
Ann has a strong background of marketing, market research and business analysis. She helps companies with branding and communications strategy and also delivers services to maximize top line growth. Ann specializes in digital marketing, marketing and branding collateral analysis, and search engine optimization (“SEO”). Shel also performs market research and competitive analysis to understand and effectively communicate product value propositions.
Vector Advisory is the go-to partner for private equity firms, family offices and their portfolio companies.